TFM

Trian Fund Management Portfolio holdings

AUM $3.79B
1-Year Est. Return 25.27%
This Quarter Est. Return
1 Year Est. Return
+25.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$1B
3 +$748M
4
FDO
FAMILY DOLLAR STORES
FDO
+$521M
5
WEN icon
Wendy's
WEN
+$484M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 53.03%
2 Industrials 16.95%
3 Financials 14.5%
4 Consumer Discretionary 9.53%
5 Materials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.17B 23%
+40,946,850
2
$1B 19.76%
+12,270,046
3
$748M 14.73%
+16,865,276
4
$521M 10.26%
+8,364,997
5
$484M 9.53%
+83,000,245
6
$400M 7.87%
+12,884,337
7
$303M 5.97%
+6,084,658
8
$215M 4.24%
+6,702,380
9
$121M 2.39%
+1,862,816
10
$78.6M 1.55%
+2,074,182
11
$34.3M 0.68%
+776,898
12
$776K 0.02%
+10,651